Episodes
UTH has been launched to provide more technical insight and discussion into the accounting industry’s ins and outs. Hear firsthand what is going on behind the scenes, who is making waves and how changing legislation and requirements continuously impact accountants, their roles and their interactions with clients. We are thrilled to introduce the head of tax education at Accurium and Tax Banter, Lee-Ann Hayes, to co-host this new podcast branch. Hayes will join journalist Imogen Wilson...
Published 11/19/24
ChangeGPS general manager and popular accountant advocate, David Boyar, jumps onto AD Insider to share his views and opinions on the current activity in the accounting industry. Boyar shares his passionate views about the disadvantages accountants have faced over the last year, and how these will likely persist into 2025. Touching on aspects from policy reform and rapidly changing obligations to professional body activity and AI adoption, Boyar expresses his perspective on it all. The...
Published 11/15/24
On this episode of AD Insider, Alan FitzGerald dives into the world of AI and how accounting firms can use it to transform their processes, operations, and services. Founder of Practice Connections Advisory, FitzGerald shares his extensive experience, knowledge, and personal opinions on AI and how it can elevate the accounting industry during a time of significant change. Touching on all aspects from benefits and challenges to risks and forecasts, FitzGerald bases his discussion on findings...
Published 11/07/24
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In the sixth episode of the Women in Finance Podcast series for 2024, sponsored by CPA Australia, host Imogen Wilson is joined by Jenny Wong, tax lead of policy and advocacy at CPA Australia. Tune in to hear about: How Wong found herself working within the tax advisory space. The benefits and challenges working in tax can present. Advice for young...
Published 11/07/24
Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses. In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.  Tune...
Published 10/11/24
Paul Dove joins Imogen Wilson on this week’s episode of AD Insider to discuss how outsourcing can benefit accounting firms in light of current issues and industry struggles. Cloudstaff is a remote staffing solutions provider that helps innovative companies around the globe find their “dream team” of staff. Dove is the senior vice president of sales at Cloudstaff and is quite the guru when it comes to the ins and outs of outsourcing. He shares his personal experience and knowledge of how...
Published 10/04/24
Lana Weldon and Doriena Parsons from Moore Australia jump onto AD Insider to discuss the current talent shortage in the accounting industry. Sharing their passion, experience and love for the industry, the power duo touches on why the accounting industry is struggling to attract young talent, why they aren’t being retained, and what we can do to change it. Like all industry members, Weldon and Parsons emphasise the point that accountants aren’t just “number crunchers” but creative minds...
Published 09/20/24
Ex-accountant-turned-mindset coach and psychotherapist Danii Nastov shares the importance of overcoming overwhelm in the accounting industry. Like any professional career, there is a certain expectation to be consistently “firing on all cylinders” when in reality, this is neither achievable nor sustainable. Nastov provides insight into her career as an accountant, the overwhelm, stress, and burnout she constantly experienced and how she eventually managed to pull herself out of this...
Published 09/13/24
Partner and director of Accru Felsers, Steven Zabeti, shares key lessons and insights from his long and successful career as an audit specialist. Following his recent award win as partner of the year, Zabeti offers valuable advice to younger accountants aspiring to move up the career ladder and chats about some of the challenges and wins from his own career. He also reflects on the evolution of technology throughout his time in accounting, his firm’s approach to innovation, and where he...
Published 09/06/24
Founder of award-winning firm Latitude Accountants, John Saade, chats to Accountants Daily about his 20-year career in accounting and the bespoke client solutions fuelling the firm’s growth.  After taking out the award for fast growing firm in the recent Australian Accounting Awards, Saade discusses why his clients value tailored solutions and services that go beyond just a transactional service. He also shares the firm’s plans for expansion and why the firm remains dedicated to supporting...
Published 08/23/24
Heather Smith and Tyler Caskey break down the latest developments and features in the accounting technology space for June and July. In this latest episode, technology expert and commentator Heather Smith and Tyler Caskey, partner at The Bean Counters, provide their insights on what's been happening in the fast-moving accounting technology space. Smith and Caskey delve into the developments across the biggest accounting software platforms including QuickBooks, Xero and MYOB as well as some...
Published 08/09/24
George Haramis chats about emerging advice opportunities for accountants following advancements in digital advice and what’s next for accountantsGPS. AccountantsGPS founder and CEO George Haramis talks to Accountants Daily about what his platform is doing to actively address the advice gap and the barriers facing accountants wanting to provide clients with greater access to advice services. With many clients seeking advice on areas such as super but unable to afford the high cost of...
Published 08/02/24
CGW Lawyers partner Fletch Heinemann shares some of the critical considerations for businesses engaging contractors with audit activity in this area on this rise. In this episode, Heinemann discusses two major High Court decisions, Construction, Forestry, Maritime, Mining and Energy Union v Personnel Contracting Pty Ltd and ZG Operations Pty Ltd v Jamsek, and the implications they've had on contractor arrangements. He also explores how the introduction of the Fair Work Legislation...
Published 07/19/24
Tax debt specialist Olga Koskie explains why it's not all doom and gloom in relation to payment plans and tax debts despite a shift in the ATO's approach. In this latest episode, Tax Assure director and principal Olga Koskie shares what she's currently seeing in practice in terms of the ATO's approach to tax debts and the types of terms it is willing to agree to with payment plans. While the ATO is now firmly back in active collection mode, Koskie says it is still possible for businesses...
Published 07/05/24
Heather Smith and Tyler Caskey delve into the latest features, integrations and developments across QuickBooks, MYOB and Xero over April and May. Accounting app specialist Heather Smith and technology enthusiast and partner at The Bean Counters, Tyler Caskey, share their thoughts on some of the recent updates across accounting apps in the past two months. They chat about the release of several new features by QuickBooks including the spreadsheets sync feature and the release of the fixed...
Published 06/04/24
Cooper Grace Ward Lawyers partner Sarah Lancaster provides an update on the payroll tax issues continuing to plague medical practices and the critical planning needed in this area. In this episode, Lancaster shares some of the highlights from her upcoming presentation at the ACE Accounting Conference & Expo next month. She discusses the potential audit risks facing medical and allied health practices following the rulings that were issued by various revenue offices last year and what...
Published 05/08/24
A bids and tender specialist has seen a dramatic increase in small to medium accounting firms bidding for government contracts in the past year. In this episode, Jason Cooney, director at The Tender Team, explains why smaller accounting firms have become more courageous with bids for government contracts more recently and some of the reasons for their success. Cooney discusses the types of contracts that smaller accounting firms are winning and how they can stand out from other...
Published 04/10/24
Michael Fingland explains the vital role that stress testing can play for businesses in an economy "teetering on the edge of recession". In this latest episode, Vantage Performance chief executive Michael Fingland gives a rundown on the concept of stress testing and how businesses can utilise this strategy to prepare for further headwinds in the year ahead. Fingland explains that with consumer spending pulling back and the economy softening, businesses should be analysing what outcomes...
Published 03/15/24
Heather Smith and Tyler Caskey delve into the latest technology transformations and feature and functionality updates for the start of the year. In this episode, accounting apps specialist Heather Smith and Tyler Caskey, partners at TheBeanCounters, discuss recent developments in real-time banking transactions, direct digital receipting and multi-currency transactions. They also explore updates and new features in the reporting space across cash flow forecasting, automatic workflows,...
Published 03/08/24
There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events &...
Published 03/08/24
Family businesses ripe to pass on often need help after getting stuck in their ways, says the principal of a financial advisory firm. A spike in succession planning in the wake of COVID-19 has created a wealth of opportunities for advisers and virtual CFO services, says one finance specialist. Principal of iFin Capital and iFin Advisory, Nathan Hogan, said some strong family businesses got stuck in their ways and needed some help to make the transfer. “We’re seeing a real spike in...
Published 12/15/23
Outsourcing will be part of the answer for some, but finding a senior locally will remain a problem, says Trent McLaren. The accountancy profession looks in vain for a talent shortage silver bullet and some firms face a tough decision about whether outsourcing is part of the answer, according to the co-founder of marketing and sales consultancy, Journey, Trent McLaren. “When we say there is a shortage of accountants, we're saying there's a shortage in Australia, right?” he said on the...
Published 12/08/23
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally imperative, but key to achieving superior business results. Tune in to find out: Why she loves...
Published 11/24/23
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the career ladder in banking and the power of having strong female role models. Tune in to find out: How she learnt the art of having difficult...
Published 11/17/23